How do I add an IRA (Individual Retirement Accounts)?

You can add an IRA account by doing the following:
Already have an opened Retirement Milestone:
  • Click the existing "Retirement" Milestone box on the right 
  • Choose "Edit" from the top menu
  • Click on Accounts
  • Choose the account type you want to open from the drop-down box at the Add Account option
  • Enter Initial Deposit amount, this can be as little as $1.00
Do not have an opened Retirement Milestone:
  • Click on "Create Milestone"
  • Select the Retirement Milestone
  • Click "Get Started"
  • Answer the series of questions about this new milestone and enter the initial deposit amount (at least $1.00) and set up an auto-deposit plan if you wish to
  • Be sure you select the appropriate account type on the Investment Account question (Traditional IRA, Roth IRA, SEP IRA or Personal Investment Account)
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